Evercore Wealth Management’s Workhorse Group WKHS Stock Holding History

Evercore Wealth Management’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3	Closed	-$11K	–	418
2018 Q3	$11K	Hold	3	–	–	﹤0.01%	424
2018 Q2	$18K	Hold	3	–	–	﹤0.01%	404
2018 Q1	$26K	Hold	3	–	–	﹤0.01%	349
2017 Q4	$26K	Hold	3	–	–	﹤0.01%	682
2017 Q3	$28K	Hold	3	–	–	﹤0.01%	650
2017 Q2	$38K	Hold	3	–	–	﹤0.01%	619
2017 Q1	$27K	Hold	3	–	–	﹤0.01%	711
2016 Q4	$73K	Hold	3	–	–	﹤0.01%	539
2016 Q3	$75K	Buy	3 +1	+50%	+$22K	﹤0.01%	528
2016 Q2	$50K	Hold	2	–	–	﹤0.01%	583
2016 Q1	$44K	Buy	+2	New	+$37.6K	﹤0.01%	594

Other funds holding WKHS

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evercore Wealth Management's WKHS Position: Q4 2018 in Review

Evercore Wealth Management sold out of Workhorse Group (WKHS) in Q4 2018, closing a stake of 3 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in WKHS in Q1 2016 and held it in 11 quarters. The position peaked at $75K in Q3 2016. 37 funds tracked by Wall St. Rank hold WKHS as of Q4 2018.

Evercore Wealth Management reported no remaining Workhorse Group position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 3 Workhorse Group shares in Q4 2018, an estimated $11K.
Evercore Wealth Management first reported a position in Workhorse Group in Q1 2016 and held it in 11 quarters.
Evercore Wealth Management's Workhorse Group position peaked at $75K in Q3 2016.
37 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.